In this episode of Solin Speaks, Dan Solin discusses a rapidly emerging shift in the advisory world: what happens when clients have access to the same information advisors do. With AI tools now capable of analyzing tax returns, reviewing portfolios, and offering strategy suggestions in seconds, the traditional advantage of "knowing more" is quickly disappearing.
Joined by co-host David, Dan explains how AI assistants reshape client expectations by providing fast, affordable, and personalized insights, sometimes for as little as $10 a month. The result? Advisors can no longer rely on information delivery as their core value.
Instead, the advisors who will thrive bring wisdom, emotional intelligence, and real-life context to the table. Dan encourages advisors to evolve by building stronger relationships, coordinating across financial areas, and rethinking outdated pricing models.
Trust and human connection become the new differentiators as the information gap closes.
Dan Solin
š§ā dansolin@ebadvisormarketing.comā
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